Transform client service at BMO Private Wealth as a Client Service Associate, focusing on high-net-worth clients and offering tailored advice. You will manage day-to-day operations and deliver exceptional client experiences.

Positioned within Nesbitt Burns, this role involves supporting Investment Advisors through effective administration and proactive client interactions. Key tasks include booking meetings, managing inquiries, and preparing client documentation. Your contributions will enhance both client satisfaction and relationship growth.

Key Responsibilities:
• Schedule meetings and coordinate introductions for prospects
• Manage marketing initiatives for client engagement
• Prepare clients for portfolio reviews and calls




• Address client inquiries and process account requests
• Assist with client trades and ensure timely follow-ups

Requirements:
• 3-5 years of experience in a client service role
• Deep understanding of investment processes and regulations
• Valid Investment Representative certification required
• Strong collaboration and communication skills
• Good organizational and problem-solving capabilities

Support high-net-worth clients at BMO Private Wealth while enhancing your career in a client-focused setting.
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📌 BMO Private Wealth Client Service Role (Ontario)
🏢 BMO
📍 Ontario